See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,286 | $74,927-8.9% | $101,794-32.9% | $84,808-19.5% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 21.61% | 18.70%+2.9pp | 30.53%-8.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,415 | $1,522-7.0% | $2,289-38.2% | $2,631-46.2% |
| Participant deferral / active EE | $10,296 | $3,099+232.2% | $4,084+152.1% | $4,212+144.5% |
| Admin fee / account holder | $338 | $6,514-94.8% | $8,777-96.1% | $7,344-95.4% |